Grey 🇫🇷💪🏻

Today was another $3m day. the positions that printed today, i put them on mostly 2 weeks ago, before all the retail tsunami showed up. I'm now moving cash to the next conviction. Want to know what it is? Like and retweet :). thank you for following me.

🚨 A PARTAGER !!! L’Europe bascule à droite. Du Royaume-Uni au Portugal, en passant par la France, l’Allemagne et l’Autriche : les partis conservateurs et nationalistes explosent. L’immigration et les frontières ouvertes sont au cœur du vote. Les électeurs en ont assez. Pavel Durov avait raison : le gouvernement français est en panique totale avant 2027. Le vent tourne. 💪 #EuropeDroite #2027 #LibertéDExpression

Le militant patriote anglais Tommy Robinson : « Ce n'est pas souhaitable que les Français blancs deviennent minoritaires en France. Il faut que quelque chose se passe maintenant. L'Europe doit s'unir. Les patriotes européens doivent s’unir. Ça suffit ! »

Today I learned $SIVE was so actively shorted... That the price going up accidentally might take down hedge funds? A hedge fund Colosseum is down -19.8% last month largely due to their short position of Sivers. They now face infinite losses as CPO ramps up parabolically over the next two years. Sivers was never a short squeeze play since fundamentally, it's one of the most compelling CPO related longs. But it's an interesting effect as a byproduct, especially now that they might need to buy back % of the float.

Contrary to what people/algos think: Getting 2.5% dilution passed with $SIVE is actually extremely positive in this case. Since that helps them get listed on US Nasdaq ASAP. Not sure if there’s any share issuance arbitrage at all impacting short term prices. But getting access to US institutional capital to accelerate expansion + repricing out of small Swedish markets is priority.

I wonder if Swedish media realized what they’ve done transferring control over to American investors/institutions and stopped posting? $SIVE is the most compelling CPO long I’ve seen, especially for the laser chokepoint.

D'après vous, est-ce bien à France Travail de recruter des imams ? bvoltaire.fr/est-ce-bien-a-…

France Travail, financé par vos cotisations, publie des offres pour recruter des imams. Bienvenue dans le service public de l'emploi.

Le maire racisé de Saint-Denis Bally Bagayoko appelle à une insurrection en cas de victoire du camp national en 2027. « Ça sera eux ou nous », prévient-il. Traduction : « si les Français pensent pouvoir récupérer leur pays et se réapproprier la France en 2027, nous, colons arabo-afro-islamiques, nous ne laisserons pas faire ! Nous expulserons les Français de chez eux par la force ! » Si ce discours vous choque, c’est que vous êtes raciste.

🥖 The French government is accusing X of the very things the French government itself is doing: - Illegally collecting personal data - Processing personal data without proper security - Extracting data from automated systems - Violating the secrecy of electronic communications

The US/West now controls majority of the shares of $SIVE. With Goldman Sachs/JP Morgan/Morgan Stanley and other US institutions entering. US/West 46.8%: - Fidelity: 11.5% (retail) - Charles Schawb: 11.4% (retail) - $IBKR: 9.3% (primarily retail) - BNY Mellon: 4.2% (retail) - Morgan Stanley Smith Barney: 3.1% (Retail/Wealth management) -Bank of America: 2.8% (retail/Wealth management) - BNY Mellon: .9% (institutional) - Morgan Stanley Client Assets: .7% (institutional) - Bank of New York Mellon: .5% (institution) - JP Morgan: .5% (institutional) - J.P. Morgan Securities Plc: .4% (institutional) - Citibank New York: .3% (institutional) - JP Morgan SE: .2% (institutional) - Morgan Stanley: .2% (institutional) - JP Morgan Securities: .2% (institutional) - BoFA Securities: .2% (institutional) - Goldman Sachs: .2% (institutional) - Goldman Sachs International: .1% (institutional) - Cbny-Rja-Client Asset - .1% (retail/wealth) Large % now owned US retail shareholders (eg. $IBKR on behalf of clients, probably majority retail some institutions). The new but smaller JP Morgan Goldman Sachs, and Citibank % positions are likely hedge funds or other institutions trying to build positions. Europe & Switzerland: 11.3% - Clearstream: 6.2% - UBS Switzerland: 1.6% - Six SIS: 0.8% - Euroclear Bank: 0.8% - Saxo Bank: 0.6% - BNP Paribas: 0.6% - Caceis Bank / Intesa San Paolo: 0.2% each - KBC / LGT / Julius Baer: 0.1% each Swedish ~8.49%: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring - 2.73% Skandinaviska Enskilda - .2% SEB Life International - .1% Nordea Bank Abp - 0.7% Canada/UK/Middle East ~.6%: First Intl Bank of Israel - .3% Royal Bank of Canada - .1% Royal Bank of Canada - .1% HSBC - .1% A special thank you to the Swedish Media doing the work of US institutions: The West now has ~58.7% ownership. Swedish is now down to 8.49% due to local media. I wonder if they realized what they've done now scaring off local investors now that it's changed hands to US institutions/investors? The West have now acquired majority of the float before the CPO supercycle. You can also start to see US institutions like JP Morgan or Goldman Sachs building start positions (on behalf of institutional investors), probably off of US retail taking profits. This is likely after $SIVE reached a certain MC threshold for fund mandates. But a large % of it is still owned by US retail on places like $IBKR and Fidelity. (this is what I call frontrunning the institutions) TLDR: $SIVE went from majority: -> Swedish retail ownership -> US retail ownership -> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).

Je vous présente Ryan al-Najjar, une jeune Syrienne de 18 ans, réfugiée avec sa famille aux Pays-Bas. En mai 2024, victime d’un guet-apens familial, Ryan al-Najjar a été ligotée, bâillonnée, étranglée par son propre père et ses propres frères, avant qu’ils ne la jettent vivante dans un marécage où elle mourra noyée. Au procès, cette famille d’ordures islamiques dont le père a courageusement fui en Syrie (prouvant par là que c’était un faux réfugié), a expliqué que Ryan était devenue « trop occidentalisée » : elle refusait de porter le hijab, se maquillait, avait un petit ami néerlandais, postait des vidéos TikTok sans voile, etc. La famille y voyait une « honte » intolérable et a présenté l’assassinat comme la seule solution. Dites-vous que ce sont ces musulmans haineux qui viennent nous accuser d’être nous-mêmes des haineux parce que nous refusons la généralisation de ces haines islamiques chez nous.

Just a TLDR of recent semi developments: 1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected. 2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr. 3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently. "Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month. "Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design" Will cover thermal ecosystem later, maybe it's time to take a look? 4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market Macronix, Windbond go brrr. implications for GigaDevice and other niche players. 5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV" - Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr. 6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr. 7. Anthropic needs compute -> SpaceX. So implications for compute demand is extreme here which is BRRR $NBIS and others. But it's very interesting they sidestepped Neoclouds and went with SpaceX. 8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year" "the end of the year, ahead of its original plan, it has been announced" Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr. Glass timelines moved up. heavy brrr glass. 9. "Power chip shortages deepen as AI server demand and GaN battles escalate" Maybe time to look into the power chip bottleneck anon? 10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026" Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.

🔴 À quelques heures de la publication de mon rapport, une opération politique grossière a été lancée pour détourner l’attention médiatique, discréditer six mois de travaux parlementaires et tenter de salir mon intégrité. Le procédé est indigne : Le Monde, l’AFP, France Info, France Inter et d’autres ont relayé de manière coordonnée une information trompeuse, laissant croire qu’une plainte pour « prise illégale d’intérêts » avait été déposée contre moi. C’est absolument faux ! Une semaine auparavant déjà, la même mécanique était à l’œuvre : de prétendues “fuites” sur mes recommandations étaient reprises en boucle, sans vérification, sans contradictoire, sans même me contacter. On me prêtait la suppression du Tour de France, de Roland-Garros, du Tournoi des Six Nations du service public, ou encore la nomination directe des dirigeants de l’audiovisuel public par le Président de la République, sans vote du Parlement. Ces fake news continuent aujourd’hui encore d’être relayées par certains médias. Cette dérive est grave. Lorsqu’une partie du journalisme renonce à la rigueur, au contradictoire et à l’honnêteté intellectuelle, elle n’informe plus : elle milite. Plus grave encore, lorsque Radio France et France Télévisions deviennent eux-mêmes les relais de ces mensonges, c’est une rupture profonde avec leur mission de service public. À l’heure où une majorité croissante de Français doute de l’impartialité de l’audiovisuel public, il est urgent que certains journalistes reviennent aux principes élémentaires de leur métier : vérifier, confronter, informer.

I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle? Was very popular, even last year… But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD. X feed is just AI bottlenecks now, feel like I helped start a new trend?

I still think $RDDT is one of the few non-AI names that is extremely compelling. Just by how fast they’re growing + true profitability post-earnings. Honestly still not sure why they’re underperforming the market…

I've noticed that it's always like 4-6 weeks after my thesis post... That a bunch of institution start buying up names like $AXTI, $SOI, or $IQE. I'm not sure if it's just luck with timing. Or if they're reading my posts and need time for DD?

What did I say? $SIVE was undergoing a transfer of Swedish ownership over to the US... If I'm interpreting things right from the new cap table. The US / West now owns 42.18% of $SIVE: ~ $FNF (Fidelity) - 11.5% (US/West) ~ $SCHW (Schwab) - 11.4% (US/West) ~ $IBKR - 9.25% (US/International) ~ Pershing (BNY Melon) - 4.15% (US/West) ~ Morgan Stanley - 3.12% ~Merrill Lynch ( $BOA ) - 2.76% Europe: ~7.73%: Clearstream Banking - 6.16% (European) UBS Switzerland AG - 1.57% (Swedish/EU) While Swedish now hold ~7.49% of $SIVE: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring AB - 2.73 Before, Sivers was a ~60% European/Swedish retail owned company... They went from that, down closer to 0 as they keep selling their shares. US has close to majority control, right before the CPO supercycle of 2027. Transfer seems almost complete?

Unreal… I’m over halfway there to Elon in subscriber count. 24K more and I’ll be #1 on the entire X platform! Feels surreal that a random person sharing their thoughts about niche AI ideas from $LPK to $SOI …. Has a chance to be the most popular one on the largest platform?

Every day it's like this on repeat with $SIVE, it's like dejavu lol. Makes sense why Sivers is getting listed on Nasdaq soon instead of staying in local markets. New local hit piece on their own frontier company happens every market open, stock drops 10%: -> "CPO and the CW lasers is nothing new" -> "Sivers is going up against well funded $LITE and $COHR and will lose because of capital" -> "They had to dilute 2.5% to get listed on Nasdaq" -> "Delayed annual report is sketchy" (to get listed on Nasdaq) -> $SIVE is not big enough to capitalize on $JBL relationship and scale. Local Swedish folks end up selling. Western investors/funds end up acquiring the float. Better for the West to own the company before CPO ramp starts. Creating a frontier company purely from Sweden seems hopeless given local culture.